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Annuity/Settlement Option Withdrawal Service Request Section 1 General Information Fixed Immediate Annuity Fixed Settlement Option Variable Immediate Annuity Fixed Deferred Annuity Variable Deferred
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Section 1 of Form 1 of 5 is where you provide basic personal information.
Any individual or entity who meets the filing requirements set by the tax authorities.
You can fill out section 1 by entering your name, address, social security number, and other relevant personal information as requested on the form.
The purpose of section 1 is to establish the identity of the taxpayer and provide a reference point for the tax authorities.
You must report personal information such as your name, address, social security number, and any other details requested by the tax authorities.
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